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Lord Abbett Value Opportunities R2 LVOQX

Medalist Rating as of | See Lord Abbett Investment Hub
  • NAV / 1-Day Return 17.95  /  +0.11 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.530%
  • Expense Ratio 1.530%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Small
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 19%

USD | NAV as of May 20, 2024 | 1-Day Return as of May 20, 2024, 10:17 PM GMT+0

Morningstar’s Analysis LVOQX

Will LVOQX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Lord Abbett Value Opportunities R2's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings LVOQX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Permian Resources Corp Class A

2.59 33.4 Mil
Energy

EMCOR Group Inc

2.57 33.2 Mil
Industrials

Molina Healthcare Inc

2.54 32.7 Mil
Healthcare

CommVault Systems Inc

2.28 29.3 Mil
Technology

Chesapeake Energy Corp Ordinary Shares - New

2.18 28.1 Mil
Energy

Allegion PLC

2.09 27.0 Mil
Industrials

AerCap Holdings NV

2.00 25.8 Mil
Industrials

BJ's Wholesale Club Holdings Inc

1.98 25.6 Mil
Consumer Defensive

Avery Dennison Corp

1.98 25.5 Mil
Consumer Cyclical

Steris PLC

1.95 25.2 Mil
Healthcare